Tailored financial advice to help you follow your dreams
As a dedicated Chartered Financial Planner, I specialise in helping people in their 40s, 50s and 60s experience more joy, happiness and purpose through their wealth.
What I do
In more than 30 years as a financial adviser, I've helped hundreds of clients make smarter decisions about their investments and retirement plans, helping them with pensions, investments and inheritance tax planning.
However, conversations with my clients aren't just about the numbers. They're about the experiences they can enjoy through their wealth, whether that's spending more time with loved ones, pursuing lifelong passions, supporting causes close to their heart, or simply savouring the peace of knowing they're secure in their choices.
Together, we shape a financial plan that aligns with their aspirations, helping turn dreams into tangible realities.
Wealth isn't just a balance sheet; it's a tool to live with purpose and create a legacy that feels meaningful.
"ONE DAY IS NOW"
How can I make sure I NEVER run out of money and still live the life I’ve dreamt of?
This book answers that question and offers sound advice on how to live your retirement years free from money concerns.
Everyone tells you to save for the future, and this is good advice, but what if we are holding on to too much?
“Drawing on his decades of experience as one of the UK’s leading financial planners, Martin Turbin explains how it may well be possible to have your cake and eat it too”.
Read this book to:
* Reconnect with your dreams using Martin’s Vision Coaching Process
* Create a reliable financial plan that works for you now and in your future
* Benefit from the six-stage process top financial planners use with their clients
* Better understand your risk comfort zone
* Get expert advice on how to choose your investments more wisely
One Day is Now will help you make some smart, well informed decisions about your personal finances, investments and retirement plans so you can find more time to do what is important to you.
Manage your finances with professional help
"I've always managed my finances alone, and seeking help feels like admitting failure."
Money and wealth can be overwhelming for many people for a number of reasons. Firstly, finance is an emotional and personal topic; secondly it's often a difficult world to comprehend - even for those who read the financial pages.
This is where I can help.
I take the time to listen to what you really want to achieve, what your concerns are, and what matters to you most - then create a financial plan to help you get there.
Take control of your financial decisions
"I have a fear of losing control over my finances if someone else gets involved."
I understand the fear of losing control, but this isn't about me taking over. I’ll provide expert guidance and insights, while you retain control over your financial decisions. Together, we’ll create a secure future while keeping you in the driver’s seat.
Discover a new sense of empowerment as we work together to navigate your financial journey.
Afford the lifestyle you want
"I'm concerned I won't be able to afford the lifestyle I want."
As you get closer to retirement they worry about whether they'll have enough money to do everything they want to. I can help you to see the facts. Often people find they're in a better position than they thought they'd be and can retire earlier than planned.
Imagine a future where you feel relaxed about your money, and where your finances are well-managed, lifting the weight off your shoulders.
With a dedicated and experienced financial planner who understands with your aspirations, you can move towards your life with security and peace of mind.
My clients
I work with professionals, business owners, those approaching retirement and retirees — successful people who’ve worked hard for their money.
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Ambitious professionals
I'll help you to develop the confidence to make life’s big decisions, such as providing financial support to children, taking on a new job, or buying a second home.
This will help you achieve a sense of control by bringing order and structure to your finances, turning what can feel overwhelming into a manageable and empowering process.
Business owners
I work with business owners to create a personalised exit strategy tailored to their business and financial goals, ensuring a smooth and timely transition.
I'll help you clarify, protect, maximise and extract the value in your business. Instead of second-guessing or getting bogged down by uncertainty, you can confidently move forward, accelerating the exit timeline.
Approaching or already retired
Retirement should be an exciting chapter where you can focus on pursuing your dreams.
Whether you’re on the verge of retiring or already embracing an active retirement, I'm here to ensure the years ahead are as fulfilling and rewarding as you deserve.
I'll help you feel confident to live life fully, free from the fear of running out of money.
Client success stories
Here you can read some very kind comments for a few of the people I've worked with
A referral pack for introducers and solicitors
This guide provides a comprehensive view of my approach, qualifications, and how working with me can strengthen your bond with clients.
